[RFC] Arbitrum USDC Vault (OLD) User Reimbursement

Per your request, some other proposals for avoiding a day-one dump:

  1. A 3 month vest, as proposed here and in the original bundled RFC.
    1. In fact, any length of vest technically accomplishes your stated goal of avoiding a day one dump - but 3 seemed to me like the happy compromise among prenegotiated options.
    2. The rollout of the reimbursement can be linear (day-by-day unlock over 3mo) or periodic (at t=30d/60d/90d), each of which staggers total tokens being freely traded. Whatever the approach, the design of vesting leaves room for mitigating dumping; the length of vesting may also prevent dumping, but simultaneously punishes affected lenders.
  2. An alternative reimbursement plan that delivers whole or partial compensation in USDC, plausible over a longer timeline.
    1. V2 staking shows us Lazy Summer DAO is comfortable allocating 20% of future earnings to stakers in USDC.
    2. A similar plan could be explored for this incident specifically, or as part of an ongoing insurance fund (which would take on some or part of this affected lender liability).
  3. Pre-staking SUMR allotted to affected lenders for a 1-3 month period, allow it to earn yield while waiting to be unlocked.
    1. This is primarily meant to clearly signal to affected lenders “your SUMR can work for you, you don’t have to sell it!” NOT to lengthen the ultimate implied vest timeline.
  4. Without intending to sound sarcastic: continue building a great protocol that stands by its core promises, continues to generates “set and forget” returns for an ever-growing pool of depositors who have faith in the safety of their savings, gradually growing TVL, and ultimately causing SUMR price appreciation.
    1. Nothing says “HODL” like the token value going up.

I’m open to hearing further alternatives, but I think my original proposal and the ones above meet and exceed the criteria of avoiding a “massive market dump on day one”.

5 Likes